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Making Finances Simple. Changing Lives.

8/8/2019

Retirement for Self-Employed

If you’re self-employed, you may find that you’re so busy working to build your businesses, that you neglect retirement planning. But not having an employer 401k doesn’t mean there aren’t options to prepare for your future in retirement…..

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8/1/2019

6+ Reasons to Refinance...Do Any of These Apply To You?

There are numerous motives folks have for making a change to their existing home loan. Check out the list we've compiled below to see if any apply to you.....

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7/25/2019

Reverse Rollovers

In a previous article, we provided info on the Backdoor IRA, which is a technique to help higher earners contribute to Roth IRA’s. In this article, we referenced a way to get around the one limitation with Backdoor IRA’s…..

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7/4/2019

Backdoor IRA's

Roth IRA contributions are limited in eligibility based on your filing status and corresponding income. As a result, many folks don't believe they're allowed to contribute to Roth accounts. But there's a way around this limitation.....

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6/27/2019

3rd Paycheck

Below is an effective strategy for accomplishing major financial goals, and one that is easy to work into your budget.....

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6/20/2019

Filing Joint vs Separate

We frequently receive the question from married couples about whether they should file Joint or Separate on their taxes. So, what's the best filing status for you?

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6/6/2019

Retirement 1st, Before All Other Money Moves

What next step should you take with surplus funds? This is an age old question that has been debated for years. Depending who you ask, you'll get a different answer. Our answer might surprise you.....

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5/30/2019

Home Loans Without Appraisals

For many years, every home loan required an appraisal to support the value on a home. This is no longer the case! There are numerous benefits, including not needing to verify your home value for a refinance.....

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5/23/2019

Stock Gifting

With the stock market at lofty levels, many investors have portfolios with huge gains sitting inside them. This is great, until you have to pay the taxes!

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5/16/2019

Stocks Dip, Rates Flip

For the last few years, home loan interest rate updates have mostly involved mention of rate increases. But things have changed in the past few months. Read below for further details and how this may benefit you.....

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